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Cross-verticalGeneral Productivity

Automate Trello with Caddi

Built for professional services teams.

Trello is the lightweight ops board — Caddi keeps each board in sync with the firm's heavier systems of record.

Supported actions7
  • New cardTriggers when a new card is added to a list.
  • Card movedTriggers when a card is moved to a different list.
  • Card archivedTriggers when a card is archived.
  • Create cardAdd a new card to a list with description and members.
  • Move cardMove a card between lists or boards.
  • Add commentPost a comment on a card.
  • Add attachmentAttach a file or URL to a card.

Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.

How it works

Automate Trello by teaching Caddi like a new hire.

Walk Caddi through the Trello work the way you'd train someone on their first day. It learns the job, builds a verified automation, and runs it for you every time. No code, no IT ticket, no brittle wiring.

  1. 1

    Teach it the job

    Walk Caddi through the Trello task the way you'd onboard a new hire.

  2. 2

    Caddi builds it

    It writes verified code, tests it, and connects the rest of your stack.

  3. 3

    It runs for you

    The automation runs on demand, every time, with no model in the loop.

The details

What Caddi does with Trello

Why teams automate Trello

Trello cards drift the moment people stop dragging them. Caddi keeps the boards current automatically and posts the right status back to upstream tools.

Loops Caddi runs against Trello

  • Docketed Mail Uploads

    Real customer flow
    1. Trello
    2. Clio
    3. SharePoint

    Caddi cross-checks docketed mail items, uploads the required documents to the board mail folder, and archives processed files.

    Board mail records stay complete, organized, and easier to maintain.

  • Matter Transfer Reassignment

    Real customer flow
    1. Trello
    2. Clio

    Caddi identifies unprocessed case transfers and reassigns matters across task and tracking systems, reducing manual cross-system handoff updates.

    Case reassignments are completed consistently across matter, task, and tracking systems.

  • SOL Tracker Updates

    Real customer flow
    1. Trello
    2. Google Sheets
    3. Clio

    Caddi pulls matter tracking details and updates the statute of limitations tracker sheet alongside Trello boards.

    SOL tracking stays current and easier to manage.

  • Inbound-to-card

    Recommended pattern
    1. Trello
    2. Microsoft Outlook
    3. Gmail

    Caddi reads inbound work-request emails and opens the matching Trello card with the right list, labels, and attachments.

Where professional services teams use it

  • Inbound triage

    Watch Trello for new items, classify them, and route the right data to the right downstream system — CRM, matter system, or storage.

  • Cross-tool data sync

    Keep Trello in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.

  • Document workflows

    Generate, send, and archive documents end-to-end using Trello alongside e-signature, cloud storage, and your system of record.

  • Notifications & approvals

    Send the right person the right Trello update — by email, Slack, or Teams — and capture approvals back into the originating record.

Questions about automating Trello

Does Caddi have a real Trello integration?

Yes. Caddi runs verified code against Trello's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Trello is reviewed before it runs in production.

Do I need engineering help to automate Trello with Caddi?

No. You demonstrate the workflow — clicking through Trello the way you normally would — and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Trello data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Trello with no model in the loop.

Can Caddi connect Trello to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools — for example, pulling data out of an email, updating Trello, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

Often automated alongside Trello

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See it on your stack

Ready to automate Trello?

Drop your work email and we'll show you Caddi running end-to-end against Trello and the rest of your stack.